Who are we?
Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.
What will you do?
- Support distribution to create and manage relationships with new and existing key accounts.
- Ensure growth and productivity of new and existing key accounts through delivery of a compelling and competitive value proposition.
- Support distribution with the monitoring and reporting on productivity per key account and the tracking of plans for improvement.
- Support distribution to increase productivity and new business sales in dormant and underutilised worksites.
- Build relationships with unions and other key stakeholders within government and commercial key accounts.
- Support distribution to secure stop order deductions as our preferred premium collection method.
- Tracking premium flow in all key accounts to support advisors with client retention and premium administration with premium collection.
- Adherence to legislative requirements within the key account specific industry as well as the financial services industry.
- Create and update all key account data to ensure advisors are supported with up to date and relevant information that supports the client value proposition.
- Advise on strategic changes per key account to maximise value from the existing client base through ongoing tracking of the economic environment.
- Assist distribution to achieve the budgeted APE & VNB goals for the year.
What will make you successful in this role?
QUALIFICATION
- Matric
- Tertiary qualification in Financial / Business/ Marketing
- FAIS related qualifications e.g. RE1 or RE5
EXPERIENCE
- At least 3-4 years’ experience at an insurance company.
- Computer skills.
- Well-developed written & verbal communication skills and negotiation skills.
- General Insurance knowledge.
KNOWLEDGE AND SKILLS
- Key Account Management.
- Key Account Negotiation.
- Review, reporting and trend analysis.
- Product and pricing knowledge.
PERSONAL ATTRIBUTES
- Business insight - Contributing through others.
- Plans and aligns - Contributing through others.
- Decision quality - Contributing through others.
- Interpersonal savvy - Contributing through others.
Core Competencies
- Cultivates innovation - Contributing through others.
- Customer focus - Contributing through others.
- Drives results - Contributing through others.
- Collaborates - Contributing through others.
- Being resilient - Contributing through others.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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